Investing Insights

Morningstar
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Sep 9, 2022 • 21min

New iPhone Can't Make Apple's Stock Shine

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.  Timestamps 0:00 Introduction0:45 Morningstar headlines3:37 Apple keeps iPhone 14 prices the same as last year’s model7:00 Should investors buy Apple stock?8:07 Stock picks within the tech industry 10:11 Good reasons to overhaul a portfolio Companies mentioned in this episode.  Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML) Read about topics from this episode.  Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri Follow us on social media. Ivanna Hampton on Twitter: @ivannahamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 2, 2022 • 18min

Beware of Buying Low in a Bear Market

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, we’re examining whether buying low could hurt your portfolio in a bear market. This earnings season is close to wrapping up. Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the key takeaways, what he thinks is ahead, and reaction to Federal Reserve Chairman Jerome Powell’s speech on inflation.We want to hear what you think about the new format? Let us know at podcast@morningstar.com.0:00 Introduction0:35 Morningstar headlines4:18 Earnings season’s key takeaways6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies 13:24 3 high-quality stocks investors should consider Companies mentioned in this episode.  Gap (GPS); VMware (VMW); Lithium Americas (LAC); Albemarle (ALB); Livent (LTHM);DuPont de Nemours (DD); Eastman Chemical (EMN); BorgWarner (BWA); Okta (OKTA); Fortinet (FTNT); Zscaler (ZS); Equifax (EFX); Salesforce (CRM); and Zimmer Biomet (ZBH)  Read about topics from this episode. Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera Top Stock Picks Among Lithium Producers by Seth Goldstein 5 Undervalued Cybersecurity Stocks by Dave Sekera Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell  Follow us on social media.Dave Sekera on Twitter: @MstarMarketsIvanna Hampton on Twitter: @ivannahamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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